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RA

Riversedge Advisors Portfolio holdings

AUM $759M
1-Year Est. Return 24.25%
This Fund
S&P 500
This Quarter Est. Return
+2.02%
1 Year Est. Return
+24.25%
3 Year Est. Return
+60.42%
5 Year Est. Return
+51.46%
10 Year Est. Return
–
AUM
$615M
AUM Growth
+$18.3M
Cap. Flow
+$9.68M
Cap. Flow %
1.57%
Top 10 Hldgs %
61.23%
Holding
238
New
40
Increased
107
Reduced
60
Closed
24

Top Buys

Rank Stock Value
1
VV icon
Vanguard Large-Cap ETF
VV
+$10.1M
2
GDLC
Grayscale CoinDesk Crypto 5 ETF
GDLC
+$5.38M
3
BND icon
Vanguard Total Bond Market
BND
+$4.99M
4
IDEV icon
iShares Core MSCI International Developed Markets ETF
IDEV
+$3.45M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.08M

Top Sells

Rank Stock Value
1
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$11.9M
2
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$4.39M
3
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.23M
5
ETH
Grayscale Ethereum Staking Mini ETF Shares
ETH
+$1.42M

Sector Composition

Rank Sector Weight
1 Technology 8.83%
2 Financials 2.48%
3 Consumer Discretionary 1.79%
4 Communication Services 1.59%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GLTR icon
176
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.45B
$234K 0.04%
+1,139
New +$209K
IBM icon
177
IBM
IBM
$213B
$234K 0.04%
+790
New +$237K
CMI icon
178
Cummins
CMI
$83.6B
$232K 0.04%
+454
New +$212K
BITB icon
179
Bitwise Bitcoin ETF
BITB
$2.44B
$231K 0.04%
4,860
-422
-8% -$23K
UBS icon
180
UBS Group
UBS
$170B
$229K 0.04%
4,955
-297
-6% -$12K
BHP icon
181
BHP
BHP
$211B
$228K 0.04%
+3,771
New +$214K
BIIB icon
182
Biogen
BIIB
$30.9B
$227K 0.04%
+1,288
New +$210K
HAL icon
183
Halliburton
HAL
$26.1B
$226K 0.04%
+7,993
New +$211K
PNFP icon
184
Pinnacle Financial Partners Inc
PNFP
$15.8B
$226K 0.04%
2,364
+7
+0.3% +$643
VLO icon
185
Valero Energy
VLO
$89.5B
$225K 0.04%
1,382
+46
+3% +$7.79K
UI icon
186
Ubiquiti
UI
$31.6B
$224K 0.04%
405
+1
+0.2% +$633
BTI icon
187
British American Tobacco
BTI
$136B
$224K 0.04%
+3,953
New +$216K
IT icon
188
Gartner
IT
$11.1B
$223K 0.04%
+883
New +$213K
COP icon
189
ConocoPhillips
COP
$144B
$223K 0.04%
+2,379
New +$215K
SHOP icon
190
Shopify
SHOP
$168B
$221K 0.04%
+1,373
New +$220K
AXP icon
191
American Express
AXP
$224B
$220K 0.04%
+596
New +$213K
BBY icon
192
Best Buy
BBY
$19B
$219K 0.04%
3,273
+597
+22% +$45.5K
ROP icon
193
Roper Technologies
ROP
$40.4B
$219K 0.04%
+492
New +$228K
HUBS icon
194
HubSpot
HUBS
$12.9B
$213K 0.03%
+532
New +$220K
FTNT icon
195
Fortinet
FTNT
$112B
$213K 0.03%
+2,687
New +$223K
WDC icon
196
Western Digital
WDC
$159B
$213K 0.03%
+1,238
New +$188K
ITOT icon
197
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
$213K 0.03%
1,431
– –
LDOS icon
198
Leidos
LDOS
$14.4B
$212K 0.03%
+1,174
New +$222K
CAT icon
199
Caterpillar
CAT
$361B
$211K 0.03%
+369
New +$205K
IBN icon
200
ICICI Bank
IBN
$107B
$208K 0.03%
6,993
-320
-4% -$9.82K
6 7
8
9 10

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SIG
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OM
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CFS
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IAS
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TVAMP
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RFM
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BCM
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MWA
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Riversedge Advisors's Q4 2025 Portfolio in Review

As of Q4 2025, Riversedge Advisors held 238 positions worth $615M, up 3.1% from $597M the previous quarter. Its ten largest holdings account for 61% of the portfolio.

Riversedge Advisors's Q4 2025 filing shows 40 new, 107 increased, 60 reduced and 24 closed positions. Its largest new stake was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M. The largest sale was Schwab US Large- Cap ETF, an estimated $11.9M.

By sector, the portfolio is most concentrated in Technology at 8.8% of assets, up from 8.4% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Riversedge Advisors's largest Q4 2025 buy was Grayscale CoinDesk Crypto 5 ETF: 112,313 shares worth $4.64M.
  • Riversedge Advisors added most to Vanguard Large-Cap ETF in Q4 2025, an estimated $10.1M increase.
  • Riversedge Advisors's biggest Q4 2025 reduction was iShares Core MSCI EAFE ETF, cutting an estimated $3.72M.
  • Riversedge Advisors fully exited Schwab US Large- Cap ETF in Q4 2025, selling an estimated $11.9M.
  • Riversedge Advisors's ten largest holdings make up 61% of its $615M portfolio in Q4 2025.
  • Riversedge Advisors opened 40 new positions and closed 24 in Q4 2025.
  • Riversedge Advisors's portfolio value rose 3.1% quarter-over-quarter to $615M.

Based on Riversedge Advisors's 13F filing for Q4 2025, filed 7 Jan 2026.